After a horrible September, the markets delivered a glorious October, only to have the goblins ruin November, which turned out to be a big turkey. So will we see a Santa Claus Rally at the end of the year? And if so, what stocks should we be buying here?

Stocks finished higher in volatile trading Wednesday to mark a four-day rally, but despite the recent gains, all three major indexes still logged their worst month since last May. The major averages also logged its worst August in 10 years.

Futures held their gains Wednesday even after a report that the private sector hired fewwer workers than expected. Investors were encouraged following news that President Obama suggested the White House had a range of policy options that could create up to a million new jobs.

Another hot IPO pricing tonight: I know, everyone has been excited about the IPO of Zipcar, priced at $18, opened at $30, closed at $28, and Arcos Dorados, priced at $17, opened at $21, closed at $21.20—but there's more coming tonight.